Praemium Demonstration Highlights

The following examples have been designed to highlight some of the major benefits of Praemium.  If you have any questions please call Mark Todman on 0411 407111.

Note: – Recalculate the portfolio to today by deleting any date in the “Recalculate” field and leave blank.

Deceased Estate Processing:
Your client dies on the 15th July.  What do you need to do to calculate the portfolio’s tax position at date of death ?  Simple…recalculate the portfolio to 15/07/2006.  Print the reports out and send them to the Solicitor with a bill for $500.

Pro Active Tax Advice:

1. Recalculate the portfolio with “no date”
2. Go to “Portfolio Details” and “Realised CGT”.  You will see a realised gain on the sale of 3 shares totaling $10,226
3. Go to “Unrealised CGT” and you will see all the share parcels showing a loss (in red)

Why not be pro active and get rid of your client’s tax liability NOW rather than waiting till June 2007.  Press the green “What if” button and then tick all the parcels in a loss situation and hit “recalculate”.  Note the CORRECT allocation of losses.  How simple was that and what a great tax service to your client.

Income Details for the 2006 Tax Return:

1. Recalculate the portfolio to 30/06/2006
2. Go to “Trading Activity”/ “Income & Expense”/”Income Details.  This report can be printed from the “Print Reports” screen.  ( You may have trouble with your “Popups” preventing this, see Praemium web site for solution )

Brilliant Client Performance Reports:
( Calculate to 30 June 2006 )

1. Go to “Portfolio Details”/Portfolio Performance
2. Make sure the date range is 1/7/2005 to 30/6/2006 – a nice gain of $302,859
3. Now look at the shares individual performance – “Holding Performance”

Corporate Action Processing :

1. Go to “Portfolio Details”. The Portfolio shows Toll Holdings, Allco Finance & Singtel – recalc the portfolio to 1 May 2006 and it will now show you Patrick’s and Record Investments instead.  Recalculate back to “today” and click on the “+” button next to each share to see how Praemium automatically calculated these.

Dividend Reinvestments:

1. Go to “Portfolio Details/Portfolio Valuation” and click on the “+” button next to AMP
2. Note all the DRP’s, not to mention all the corporate actions.  The HGI shares were sold on 1/9/2006.